LifePlan Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $237K | Hold |
2,034
| – | – | 0.1% | 117 |
|
|
2020
Q2 | $235K | Buy |
2,034
+1,657
| +440% | +$191K | 0.11% | 111 |
|
|
2020
Q1 | $40K | Buy |
377
+105
| +39% | +$11.1K | 0.02% | 245 |
|
|
2019
Q4 | $35K | Hold |
272
| – | – | 0.02% | 286 |
|
|
2019
Q3 | $38K | Hold |
272
| – | – | 0.02% | 274 |
|
|
2019
Q2 | $36K | Buy |
272
+243
| +838% | +$32.2K | 0.02% | 279 |
|
|
2019
Q1 | $4K | Hold |
29
| – | – | ﹤0.01% | 472 |
|
|
2018
Q4 | $3K | Hold |
29
| – | – | ﹤0.01% | 477 |
|
|
2018
Q3 | $4K | Hold |
29
| – | – | ﹤0.01% | 457 |
|
|
2018
Q2 | $4K | Hold |
29
| – | – | ﹤0.01% | 440 |
|
|
2018
Q1 | $4K | Buy |
+29
| New | +$4K | ﹤0.01% | 430 |
|
|
2014
Q2 | – | Sell |
-484
| Closed | -$89K | – | 127 |
|
|
2014
Q1 | $89K | Buy |
484
+26
| +6% | +$4.78K | 0.07% | 88 |
|
|
2013
Q4 | $82K | Hold |
458
| – | – | 0.06% | 89 |
|
|
2013
Q3 | $81K | Hold |
458
| – | – | 0.07% | 78 |
|
|
2013
Q2 | $84K | Buy |
+458
| New | +$84K | 0.09% | 59 |
|